SC&H Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
3,906
-122
| -3% | -$8.63K | 0.05% | 124 |
|
|
2025
Q1 | $288K | Buy |
+4,028
| New | +$288K | 0.06% | 116 |
|
|
2023
Q4 | – | Sell |
-3,763
| Closed | -$211K | – | 144 |
|
|
2023
Q3 | $211K | Buy |
+3,763
| New | +$211K | 0.07% | 127 |
|
|
2022
Q1 | – | Sell |
-3,609
| Closed | -$214K | – | 156 |
|
|
2021
Q4 | $214K | Buy |
+3,609
| New | +$214K | 0.12% | 147 |
|